JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.53B
3 +$1.22B
4
CVX icon
Chevron
CVX
+$1.1B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$985M

Top Sells

1 +$3.64B
2 +$1.2B
3 +$954M
4
V icon
Visa
V
+$838M
5
T icon
AT&T
T
+$801M

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$387K ﹤0.01%
14,126
+705
3302
$385K ﹤0.01%
38,769
-386
3303
$384K ﹤0.01%
43,388
-1,291
3304
$383K ﹤0.01%
18,112
3305
$383K ﹤0.01%
3,018
+1,302
3306
$382K ﹤0.01%
12,738
-14,260
3307
$382K ﹤0.01%
114,653
-78,255
3308
$381K ﹤0.01%
319,893
-10,076
3309
$381K ﹤0.01%
219,055
-209,534
3310
$381K ﹤0.01%
15,633
-6,065
3311
$379K ﹤0.01%
1,069
+731
3312
$377K ﹤0.01%
14,601
+3,638
3313
$377K ﹤0.01%
34,906
+32,227
3314
$376K ﹤0.01%
14,146
+1,138
3315
$375K ﹤0.01%
14,748
-4,292
3316
$375K ﹤0.01%
33,641
-122,033
3317
$374K ﹤0.01%
49,156
-3,988
3318
$372K ﹤0.01%
4,674
+29
3319
$371K ﹤0.01%
11,767
+2,087
3320
$370K ﹤0.01%
10,224
+181
3321
$370K ﹤0.01%
26,332
-14,153
3322
$369K ﹤0.01%
164,155
+7
3323
$369K ﹤0.01%
16,485
+5,470
3324
$367K ﹤0.01%
63,580
+47,378
3325
$365K ﹤0.01%
45,989
+43,395